Ticker: SBAR CUSIP: 82889N335 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FSA Advisors, Inc. | 50,805 | $1,329 |
| Owen LaRue, LLC | 58,969 | $1,543 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 97,136 | $2,541 |
| Park Edge Advisors, LLC | 64,679 | $1,692 |
| Millington Financial Advisors, LLC | 25,640 | $665 |
| Mosley Wealth Management | 19,042 | $499 |
| CacheTech Inc. | 37,302 | $976 |
| Prosperity Wealth Management, Inc. | 19,329 | $506 |
| Lloyd Advisory Services, LLC. | 8,971 | $235 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 42,484 | $1,111 |
| BANK OF AMERICA CORP /DE/ | 950,000 | $24,852 |
| Advisory Services Network, LLC | 11,434 | $299 |
| ROYAL BANK OF CANADA | 4,000 | $105 |
| OSAIC HOLDINGS, INC. | 32 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 330,325 | 390,670 | +60,345 (+18.3%) |
| Elevated Capital Advisors, LLC | 150,699 | 185,484 | +34,785 (+23.1%) |
| B.O.S.S. Retirement Advisors, LLC | 21,243 | 55,809 | +34,566 (+162.7%) |
| PRINCIPAL SECURITIES, INC. | 87,682 | 437,425 | +349,743 (+398.9%) |
| HOWARD BAILEY SECURITIES, LLC | 58,116 | 68,146 | +10,030 (+17.3%) |
| Blackston Financial Advisory Group, LLC | 16,932 | 26,070 | +9,138 (+54.0%) |
| CreativeOne Wealth, LLC | 157,024 | 268,248 | +111,224 (+70.8%) |
| Authentikos Wealth Advisory, LLC | 38,684 | 41,432 | +2,748 (+7.1%) |
| Noble Wealth Management PBC | 7,300 | 13,250 | +5,950 (+81.5%) |
| Strategic Blueprint, LLC | 46,744 | 87,766 | +41,022 (+87.8%) |
| Brookwood Investment Group LLC | 54,945 | 70,440 | +15,495 (+28.2%) |
| Brookstone Capital Management | 54,766 | 164,675 | +109,909 (+200.7%) |
| ISLAY CAPITAL MANAGEMENT, LLC | 2,800 | 4,275 | +1,475 (+52.7%) |
| Triad Wealth Partners, LLC | 9,797 | 15,376 | +5,579 (+56.9%) |
| AE Wealth Management LLC | 384,719 | 435,647 | +50,928 (+13.2%) |
| Farther Finance Advisors, LLC | 33,427 | 54,863 | +21,436 (+64.1%) |
| NBC SECURITIES, INC. | 505 | 4,699 | +4,194 (+830.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 60,371 | 242,637 | +182,266 (+301.9%) |
| Sound Income Strategies, LLC | 209 | 957 | +748 (+357.9%) |
| Cetera Investment Advisers | 49,507 | 50,522 | +1,015 (+2.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Beacon Capital Management, LLC | 251,652 | 66,879 | -184,773 (-73.4%) |
| POM Investment Strategies, LLC | 136,145 | 131,590 | -4,555 (-3.3%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 17,405 | 8,060 | -9,345 (-53.7%) |
| Decker Retirement Planning Inc. | 12,195 | 7,153 | -5,042 (-41.3%) |
| OLD MISSION CAPITAL LLC | 78,613 | 12,682 | -65,931 (-83.9%) |
| Legacy Wealth Managment, LLC/ID | 9,866 | 8,288 | -1,578 (-16.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| COMPASS CAPITAL CORP /MA/ /ADV | 21,320 | $557 |
| Simplify Asset Management Inc. | 273,188 | $7,174 |
| JANE STREET GROUP, LLC | 30,858 | $810 |
| Global Retirement Partners, LLC | 27 | $1 |